Bridgewater Associates’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $46.1M | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $6.64M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.75M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.89M | Sell |
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|
2023
Q4 | $13.4M | Buy |
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|
2023
Q3 | $3.36M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $50.8M | Buy |
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|
2022
Q3 | $17.6M | Sell |
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|
2022
Q2 | $29.3M | Buy |
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|
2022
Q1 | $26.6M | Sell |
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|
2021
Q4 | $28M | Sell |
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|
2021
Q3 | $55.2M | Buy |
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|
2021
Q2 | $45.3M | Buy |
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|
2021
Q1 | $24.9M | Buy |
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|
2020
Q4 | $11.6M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $12.7M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $13.3M | Buy |
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|
2019
Q1 | $14.1M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $274K | Sell |
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|
2017
Q3 | $854K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.17M | Sell |
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|
2016
Q4 | $5.76M | Buy |
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|
2016
Q3 | $2.12M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.28M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $307K | Buy |
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